Simplify MBS ETF
MTBA
MTBA
155 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
1.63% less ownership
Funds ownership: 65.59% → 63.96% (-1.6%)
2% less funds holding
Funds holding: 158 → 155 (-3)
Holders
155
Holding in Top 10
15
Calls
–
Puts
–
Top Buyers
| 1 | +$14.4M | |
| 2 | +$10.2M | |
| 3 | +$8.57M | |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$6.84M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$6.18M |
Top Sellers
| 1 | -$18.1M | |
| 2 | -$17.1M | |
| 3 | -$8.99M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.82M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$8.42M |
